Spire Wealth Management Purchases in Q4 2024

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XENE
Xenon Pharmaceuticals Inc.

Healthcare
200
New
$38.14 - $45.74 $7.63K - $9.15K
200 $7K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
1K
New
$7.35 - $8.04 $7.35K - $8.04K
1K $7K
AVTR
Avantor, Inc.

Basic Materials
339
New
$19.72 - $25.54 $6.69K - $8.66K
339 $7K
ZG
Zillow Group, Inc.

Communication Services
100
New
$56.08 - $82.33 $5.61K - $8.23K
100 $7K
DYN
Dyne Therapeutics, Inc.

Healthcare
300
New
$23.56 - $35.55 $7.07K - $10.7K
300 $7K
VKTX
Viking Therapeutics, Inc.

Healthcare
175
New
$38.28 - $78.03 $6.7K - $13.7K
175 $7K
PM
Philip Morris International Inc.

Consumer Defensive
197
+ 1.14%
$118.38 - $133.06 $23.3K - $26.2K
17.4K $2.1M
UPS
United Parcel Service Inc

Industrials
871
+ 8.54%
$122.65 - $138.35 $107K - $121K
11.1K $1.4M
PBF
Pbf Energy Inc.

Energy
585
+ 28.19%
$25.15 - $33.71 $14.7K - $19.7K
2.66K $70K
LII
Lennox International Inc

Industrials
9
+ 8.41%
$589.36 - $678.43 $5.3K - $6.11K
116 $70K
EVRG
Evergy, Inc.

Utilities
101
+ 10.39%
$59.06 - $65.0 $5.97K - $6.57K
1.07K $66K
TTWO
Take Two Interactive Software Inc

Communication Services
6
+ 3.77%
$147.66 - $190.46 $886 - $1.14K
165 $30K
CLAR
Clarus Corp

Consumer Cyclical
1.31K
+ 88.22%
$4.05 - $5.18 $5.31K - $6.79K
2.8K $12K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
61
New
$87.56 - $119.8 $5.34K - $7.31K
61 $6K
PHYL
Pgim ETF Tr

ETFs
182
New
$34.74 - $35.59 $6.32K - $6.48K
182 $6K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
487
New
$10.78 - $12.75 $5.25K - $6.21K
487 $6K
ROST
Ross Stores, Inc.

Consumer Cyclical
26
+ 1.14%
$138.59 - $156.61 $3.6K - $4.07K
2.31K $348K
CWB
Spdr Bloomberg Convertible Sec

ETFs
11
+ 0.34%
$76.21 - $82.24 $838 - $905
3.29K $255K
BTI
British American Tobacco P.L.C.

Consumer Defensive
164
+ 3.27%
$34.25 - $37.94 $5.62K - $6.22K
5.18K $188K
TROW
Price T Rowe Group Inc

Financial Services
7
+ 0.59%
$106.48 - $124.69 $745 - $873
1.19K $134K
AME
Ametek Inc

Industrials
1
+ 0.17%
$165.89 - $197.38 $166 - $197
573 $103K
CPB
Campbell Soup CO

Consumer Defensive
321
+ 29.59%
$41.42 - $48.71 $13.3K - $15.6K
1.41K $58K
DAN
Dana Inc

Consumer Cyclical
43
+ 0.98%
$7.67 - $13.0 $330 - $559
4.44K $51K
DT
Dynatrace, Inc.

Technology
76
+ 10.87%
$51.09 - $59.6 $3.88K - $4.53K
775 $42K
SSNC
Ss&C Technologies Holdings Inc

Technology
55
+ 13.45%
$69.93 - $77.36 $3.85K - $4.25K
464 $35K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
330
+ 10.24%
$8.24 - $11.07 $2.72K - $3.65K
3.55K $33K
SNX
Td Synnex Corp

Technology
46
+ 90.2%
$114.71 - $125.79 $5.28K - $5.79K
97 $11K
TCOM
Trip.Com Group LTD

Consumer Cyclical
70
+ 233.33%
$58.0 - $75.06 $4.06K - $5.25K
100 $6K
VAW
Vanguard Materials ETF

ETFs
31
New
$186.91 - $215.32 $5.79K - $6.67K
31 $5K
DOLE
Dole PLC

Consumer Defensive
400
New
$13.45 - $16.84 $5.38K - $6.74K
400 $5K
RKT
Rocket Companies, Inc.

Financial Services
480
New
$11.03 - $19.27 $5.29K - $9.25K
480 $5K
FDIG
Fidelity Covington Tr Crypto I

ETFs
165
New
$25.8 - $42.94 $4.26K - $7.09K
165 $5K
RVMD
Revolution Medicines, Inc.

Healthcare
105
+ 807.69%
$42.97 - $60.6 $4.51K - $6.36K
118 $5K
CRS
Carpenter Technology Corp

Industrials
30
New
$149.5 - $196.14 $4.49K - $5.88K
30 $5K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
313
+ 8.24%
$99.2 - $108.47 $31K - $34K
4.11K $409K
AVB
Avalonbay Communities Inc

Real Estate
27
+ 5.39%
$216.28 - $237.81 $5.84K - $6.42K
528 $116K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
2
+ 0.15%
$43.37 - $51.46 $86.7 - $103
1.34K $64K
HST
Host Hotels & Resorts, Inc.

Real Estate
240
+ 8.37%
$17.24 - $19.07 $4.14K - $4.58K
3.11K $54K
CHTR
Charter Communications, Inc.

Communication Services
2
+ 1.33%
$315.38 - $408.02 $631 - $816
152 $52K
LCID
Lucid Group, Inc.

Consumer Cyclical
2.9K
+ 29.74%
$2.01 - $3.44 $5.84K - $9.99K
12.7K $38K
CFG
Citizens Financial Group Inc

Financial Services
40
+ 5.87%
$39.92 - $48.46 $1.6K - $1.94K
721 $31K
BTF
Valkyrie ETF Tr Ii Bitcoin Str

Financial
410
+ 41.92%
$14.65 - $25.92 $6.01K - $10.6K
1.39K $20K
IGRO
Ishares Tr International Divid

ETFs
77
+ 49.68%
$67.76 - $74.48 $5.22K - $5.73K
232 $15K
AOUT
American Outdoor Brands, Inc.

Consumer Cyclical
60
+ 11.43%
$8.52 - $15.4 $511 - $924
585 $8K
HRL
Hormel Foods Corp

Consumer Defensive
125
+ 108.7%
$29.21 - $33.55 $3.65K - $4.19K
240 $7K
AGO
Assured Guaranty LTD

Financial Services
54
New
$79.0 - $94.69 $4.27K - $5.11K
54 $4K
GBTG
Global Business Travel Group, Inc.

Technology
500
New
$7.37 - $9.56 $3.69K - $4.78K
500 $4K
KULR
Kulr Technology Group, Inc.

Technology
1.3K
New
$0.27 - $4.8 $351 - $6.24K
1.3K $4K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
138
New
$28.6 - $34.92 $3.95K - $4.82K
138 $4K
Activity Summary
Buys All Purchases 1220 New Holdings 400 Increased Positions 820 Sells All Sells 599 Reductions 599 Sold out 0 Options Calls 0 Puts 0
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